We are excited to introduce SafeSend Organizers as our electronic delivery method for tax organizers.
Benefits of using SafeSend Organizers:
- Receive your tax organizer electronically and securely
- Sign your engagement letter electronically
- Upload your documents from your computer or using the camera on your mobile phone or tablet.
- Send directly and efficiently to your accountant as soon as you have completed your organizer
How does the safeSend Organizers Process Work?
- You’ll receive an email from email@example.com. Please add this email address to your safe senders list.
- Jones & Company CPA, LLC will be indicated in the email.
- This email will contain a safe link for you to access your tax organizer.
- You’ll be prompted to enter the last four digits of your SSN or EIN in order to review your organizer.
- Then, SafeSend will email you an access code to further verify your identity. Check your spam or junk folders if you don’t see it in your inbox. You must enter the code within 10 minutes of receipt. If the code isn’t entered within 10 minutes, you can request another.
- Upload your documents to the corresponding section of your organizer directly from your computer or using the camera on your mobile phone or tablet.
- When you are ready to submit your organizer, Jones & Company CPA, LLC will be automatically notified and will add you to the que for tax return preparation.
- If additional tax documents come in after submitting your organizer, you will still have the ability to upload them with the rest of your documents.
Individual 1040 Tax Return Guide